CFP® Board Code of Ethics CE Program (2 hours)
⏳
160minutes
145
Attendees
Guest Expert: Jeff Rattiner,Listen to Jeff Rattiner, CFP®, CPA to learn the major changes the CFP® Board has made to its Code of Ethics, to include areas like disclosure. Jeff's revised presentation included a wide range of i...
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The Modern Policy Portfolio — Review, Replace, or Repurpose
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